KFS
Kaizen Financial Strategies’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-21,720
| Closed | -$232K | – | 113 |
|
|
2022
Q4 | $232K | Sell |
21,720
-5,419
| -20% | -$57.9K | 0.23% | 101 |
|
|
2022
Q3 | $279K | Sell |
27,139
-2,585
| -9% | -$26.6K | 0.28% | 80 |
|
|
2022
Q2 | $348K | Sell |
29,724
-2,503
| -8% | -$29.3K | 0.34% | 75 |
|
|
2022
Q1 | $419K | Sell |
32,227
-9,504
| -23% | -$124K | 0.33% | 71 |
|
|
2021
Q4 | $631K | Sell |
41,731
-25,381
| -38% | -$384K | 0.47% | 54 |
|
|
2021
Q3 | $991K | Buy |
+67,112
| New | +$991K | 0.8% | 34 |
|